Grand Prairie, TX Office

Money Script Wealth Management, PLLC provides investment advisory, financial planning, and pension consulting services to individuals (including high‑net‑worth clients), corporations, and retirement plan sponsors. The firm reports managing roughly $96.8 million for about 310 clients across two offices and offers ongoing portfolio management, third‑party money manager recommendations, and 3(21) plan‑level consulting.

The firm’s investment process blends fundamental analysis and modern portfolio theory and uses long‑ and short‑term trading and options strategies when appropriate; clients can engage via advice‑only engagements, written financial plans, subscription retainer planning, or comprehensive ongoing management. MSWM also sponsors a wrap fee program that bundles execution costs into a single advisory fee and may recommend TPMMs while retaining discretion for direct account management.

Distinctive features disclosed in the brochure include sponsoring and acting as portfolio manager for its wrap fee program, regularly offering educational seminars and paid speaking engagements, and having insurance‑broker activities — the firm and its principal are licensed with CRUMP, MassMutual, Ameritas, and Guardian and may offer commissionable insurance products (conflicts are disclosed). The firm also provides ERISA/401(k) consulting, documents custody arrangements such as standing letters of authorization, and discloses speaking and affiliate relationships (including a publishing/speaking company and custodial speaking engagements) that it addresses in its client disclosures.